True Link Financial Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

True Link Financial Advisors’s Portfolio EMLP Stock Details EMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,521	Closed	-$63K	–	166
2021 Q4	$63K	Hold	2,521	–	–	0.01%	439
2021 Q3	$60K	Hold	2,521	–	–	0.01%	440
2021 Q2	$62K	Hold	2,521	–	–	0.01%	394
2021 Q1	$58K	Hold	2,521	–	–	0.01%	463
2020 Q4	$53K	Buy	+2,521	New	+$52.4K	0.01%	528

Other funds holding EMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

True Link Financial Advisors's EMLP Position: Q1 2022 in Review

True Link Financial Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2022, closing a stake of 2,521 shares — an estimated $63K sold.

True Link Financial Advisors first reported a position in EMLP in Q4 2020 and held it in 5 quarters. The position peaked at $63K in Q4 2021. 272 funds tracked by Wall St. Rank hold EMLP as of Q1 2022.

True Link Financial Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2022 after selling out during the quarter.
True Link Financial Advisors sold 2,521 First Trust North American Energy Infrastructure Fund shares in Q1 2022, an estimated $63K.
True Link Financial Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2020 and held it in 5 quarters.
True Link Financial Advisors's First Trust North American Energy Infrastructure Fund position peaked at $63K in Q4 2021.
272 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.